Low PE Investor

Based on the book by John Neff

Since 2004, this portfolio has returned 272.7%, outperforming the market by 112.1% using its optimal tax efficient rebalancing period and 10 stock portfolio size.

Get the Top Ten Rated Stocks Using This Model

Get Started
Low PE
S&P 500

This strategy looks for firms with persistent earnings growth that trade at a discount relative to their earnings growth and dividend yield.

Annual Return: 8.8% S&P 500: 6.3%
Year To Date: 18.8% S&P 500: 15.2%
Beta: 1.18 Accuracy: 54.0%
Full Return History

Portfolio Holdings

Ticker Date Added Return
PHM 11/16/2018 28.43%
KBH 1/11/2019 26.83%
DFS 2/8/2019 18.14%

Want to see all the stocks in this portfolio?

Learn More